Personal Financial Advisor Jobs in Greenwich, CT
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Senior Wealth Advisor - Safe Act
- Yonkers, NY (14 miles from Greenwich, CT)
- 1 day ago
Senior Wealth Advisor - SAFE ACT
- Scarsdale, NY (9 miles from Greenwich, CT)
- 3 days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 5 days ago
- Roslyn Heights, NY (18 miles from Greenwich, CT)
- 5 days ago
Wealth Management Advisor-White Plains, NY
- White Plains, NY (7 miles from Greenwich, CT)
- 18 days ago
- Greenwich, CT
- 30+ days ago
Senior Wealth Advisor SAFE Act - NY Queens- Resident
- Elmhurst, NY (24 miles from Greenwich, CT)
- 45+ days ago
- Mount Kisco, NY (12 miles from Greenwich, CT)
- 60+ days ago
Senior Wealth Advisor Safe Act - Connecticut
- Stamford, CT (4 miles from Greenwich, CT)
- 90+ days ago
Senior Wealth Advisor SAFE Act
- Commack, NY (22 miles from Greenwich, CT)
- 90+ days ago
Demographic Data for Greenwich, CT
Moving to Greenwich, CT? Find some basic demographic data about Greenwich, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Greenwich, CT
Top Hiring Companies
Top hiring companies in your area for Personal Financial Advisor positions
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
- Bachelor's Degree (52.1%)
- Master's Degree (31.4%)
- High School or GED (4.7%)
- Vocational Degree or Certification (4.3%)
- Associate's Degree (4.2%)
- Doctorate Degree (2.7%)
- Some College (0.6%)
- Some High School (0.1%)
Average Work Experience
- 2-4 years (39.1%)
- 4-6 years (21.7%)
- None (17.4%)
- 1-2 years (13.0%)
- Less than 1 year (8.7%)
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
= trending- Customer Relationship Management
- Relationship Management
- Accounting
- Anti-Money Laundering
- Asset Allocation
- Brokerage
- Business Development
- Business Planning
- Candidate Sourcing
- Capital Markets
- Communication Skills
- Customer Relations
- Customer Relationship Management
- Customer Service
- Due Diligence
- Finance
- Financial Accounting Standards
- Financial Planning
- Financial Services
- Fixed Income
- Investment Management
- Leadership
- Lending
- Management
- Mentoring
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mortgage Processing
- Mutual Funds
- Onboarding
- Planning
- Portfolio Management
- Problem Solving
- Prospecting
- Regulations
- Relationship Building
- Relationship Management
- Retirement Planning
- Risk Management
- Salary Negotiation
- Sales
- Sales Presentations
- Tax Planning
- Training and Development
- Wealth Management
Other Titles
Here are some other career titles that require similar skills
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